EPL Limited — Investor Meet, 14-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

EPL reported 7.4% revenue growth in Q4 FY25, with EBITDA up 17.7% and PAT rising 42.4%, marking its 11th consecutive quarter of margin expansion. FY25 revenue grew 7.6%, EBITDA by 17.5% with margins above 20%, and EPS jumped 44% to Rs. 11.38. Personal Care & Beyond now forms 48% of business, growing 10.3%. Management highlighted strong Beauty & Cosmetics momentum, backed by innovation and selective investments. Brazil capacity will add 40 million tubes/year; Thailand Greenfield to start contributing from H2 FY26. Sustainability focus includes a 33% recyclable portfolio. Margins and EBITDA are expected to improve further, supported by geographic and product mix gains. CAPEX guidance is Rs. 360–380 Cr, targeting double-digit growth. US tariffs have minimal impact due to local manufacturing. Management is confident of sustaining growth and margin expansion despite macro challenges.